Updated: 19-Jul-00,,, AFTER THE CLOSE ******
Baan Co N.V. (BAANF) 2 15/32 +5/32: Company warns for Q2, seeing a loss
of $0.32-0.36 vs current First Call EPS estimate is ($0.06.
Secondary Offering : DPMI priced 3.2 mln shares at $77; 1.4 million of that in
common shares, while parent company DuPont (NYSE:DD) plans to sell 1.8
million of its DuPont Photomasks common shares.
IPO Pricings : Airspan (AIRN) priced 5.5 mln shares at $15, above upwardly
revised range, CSFB as lead; Vascular Solutions (VASC) priced 3.5 mln
shares at $12, middle of range, Salomon Smith Barney as lead.
Infinium Software (INFM) 3 5/8 -1/8: Company warns for Q3; sees loss of
$0.64-0.66; current EPS estimate is ($0.19). Revenues are expected to come
in between $21.5 mln and $22 mln.
QUALCOMM (QCOM) 61 1/2 -1 1/2: -- Update -- Company discusses its
WCDMA chipset position as it expects to achieve a strong market share
position due to strong customer relationships as well as good functionality
characteristics for its chipsets.
F5 Networks (FFIV) 49 1/8 -4 1/4: Company names John McAdam as
president, CEO and a member of F5's board of directors. McAdam is currently
the general manager of IBM's worldwide web server sales business unit. Jeff
Hussey will continue to serve as the chair of the F5 board of directors, and
will assume the new role of chief strategist for the company.
QUALCOMM (QCOM) 61 1/8 -1 7/8: -- Update -- On conference call,
company says book-to-bill ratio for chipsets is less than one, but argues that
reflects one point in time at the end of the quarter; expects sequential
reduction in chipset sales to Korea of 2-3 million in SepQ.
Symantec (SYMC) 47 1/4 -3 1/2: -- Update -- Company issues upside
preannouncement for Q2; sees $0.62-0.68; current EPS estimate is $0.63.
PurchasePro.com (PPRO) 42 1/2 -7 5/16: Reports Q2 loss of $0.22 a share,
$0.08 better than the First Call consensus of ($0.30); revenues rose 845.7%
to $9.51 mln from a year-ago of $1.01 mln.
HNC Software (HNCS) 54 9/16 +3/16: Reports Q2 loss of $0.11 a share,
$0.07 better than the First Call consensus of ($0.18), vs year-ago earnings
of $0.22; revenues rose 20.6% to $67.43 mln from a year-ago of $55.93 mln.
After Hours Movers : Last trade and change from mkt close: QCOM 60 1/16
-2 15/16.....JDSU 125 +18 1/4.....EXDS 53 1/4 +2 7/16.....VSTR 168 3/4 +23
1/4.....SDLI 417 15/16 +58 5/16.
Concord Comms (CCRD) 44 5/16 +1 5/16: Reports Q2 earnings of $0.15 a
share, in line with the First Call consensus of $0.15, vs year-ago earnings of
$0.11; revenues rose 43.2% to $22.81 mln from a year-ago of $15.93 mln.
Asyst Tech (ASYT) 35 5/16 -2 1/16: Reports Q1 earnings of $0.49 a share,
$0.10 better than the First Call consensus of $0.39; revenues rose 356.6% to
$123.67 mln from a year-ago of $27.09 mln.
Turnstone Sys (TSTN) 153 1/2 -23 5/8: -- Update -- Reports Q2 earnings
of $0.28 a share, $0.08 better than the First Call consensus of $0.20;
revenues rose 770.0% to $41.05 mln from a year-ago of $4.72 mln.
JDS Uniphase (JDSU) 106 3/4 -4 9/16: Company to be added to the S&P
500, will replace Rite Aid (RAD).
LifeMinders.com (LFMN) 29 7/16 -2 1/16: Reports Q2 loss of $0.51 a share,
$0.06 better than the First Call consensus of ($0.57); revenues rose 933.9%
to $14.67 mln from a year-ago of $1.42 mln.
Vitria Tech (VITR) 60 -1 3/16: Reports Q2 earnings of $0.01 a share, $0.03
better than the First Call consensus of ($0.02); revenues rose 404.1% to
$31.75 mln from a year-ago of $6.30 mln.
Celestica (CLS) 60 -13/16: Reports Q2 earnings of $0.30 a share, $0.07
better than the Zacks consensus of $0.23, vs year-ago earnings of $0.16;
revenues rose 67.4% to $2.09 bln from a year-ago of $1.25 bln.
Net2Phone (NTOP) 38 3/8 +2 3/8: Announces that it has acquired Aplio,
S.A., a leading integrator of Voice over IP (VoIP) technologies for an
undisclosed amount of stock and cash.
360networks (TSIX) 16 1/2 +5/8: Reports Q2 net of breakeven, , $0.05
better than the First Call consensus of ($0.05); revenues rose 88.7% to
$234.00 mln from a year-ago of $124.00 mln.
Westell Tech (WSTL) 21 3/4 -1 7/16: Reports Q1 earnings of $0.06 a share,
$0.04 better than the First Call consensus of $0.02; revenues rose 346.5% to
$107.88 mln from a year-ago of $24.16 mln.
Advanced Micro (AMD) 92 +1: -- Update -- Announces 2-1 stock split;
payable on Aug 21.
Opus360 (OPUS) 4 7/8 -1/8: Reports Q2 loss of $0.31 a share, $0.11 better
than the First Call consensus of ($0.42); revenues rose 3495.3% to $2.30 mln
from a year-ago of $0.06 mln.
Celeritek (CLTK) 46 1/8 -7/8: Reports Q1 earnings of $0.07 a share, $0.02
better than the First Call consensus of $0.05; revenues rose 93.3% to $19.69
mln from a year-ago of $10.19 mln.
MedImmune (MEDI) 67 1/2 -3 1/16: Reports Q2 loss of $0.04 a share, $0.01
worse than the First Call consensus of ($0.03), vs year-ago earnings of
$0.15; revenues rose 58.9% to $29.50 mln from a year-ago of $18.57 mln.
Aspect Telecom (ASPT) 23 3/4 -3/16: Reports Q2 earnings of $0.02 a share,
$0.04 better than the First Call consensus of ($0.02); revenues rose 23.4% to
$138.40 mln from a year-ago of $112.19 mln.
Advanced Micro (AMD) 92 +1: Reports Q2 earnings of $1.21 a share, $0.07
better than the First Call consensus of $1.14.
Exodus Comms (EXDS) 50 13/16 -9/16: Reports Q2 loss of $0.10 a share,
$0.02 better than the First Call consensus of ($0.12), vs year-ago of ($0.07);
revenues rose 321.3% to $179.53 mln from a year-ago of $42.62 mln.
Revenue Comparisons : A few notable companies with revenue results
compared to Street consensus, all in mlns unless noted with actual vs
estimate: Beating Estimates: BOUT 20.1 vs 18.7; CNXT 530.5 vs 525.0;
CPTH 33.5 vs 27.7; CRUS 181.4 vs 165.1; EPNY 24.5 vs 20.7; EXTR 92.4 vs
77.5; HLIT 80.0 vs 78.0. Missing Estimates: ATHM 157.6 vs 160.0; IBM 21.7B
vs 22.0B; QCOM 713.5 vs 740.
Immunex Corp (IMNX) 57 7/8 -3 1/16: Reports Q2 earnings of $0.08 a share,
$0.01 better than the First Call consensus of $0.07, vs year-ago earnings of
$0.01; revenues rose 65.9% to $213.15 mln from a year-ago of $128.47 mln.
Cendant Corp (CD) 14 1/4 +1/2: Reports Q2 earnings of $0.24 a share, in line
with the First Call consensus of $0.24, vs year-ago earnings of $0.07;
revenues fell 18.3% to $1.14 bln from a year-ago of $1.39 bln.
SanDisk Corp (SNDK) 60 -6 5/8: Reports Q2 earnings of $0.33 a share,
$0.11 better than the First Call consensus of $0.22, vs year-ago earnings of
$0.10; revenues rose 173.9% to $143.95 mln from a year-ago of $52.55 mln.
VoiceStream (VSTR) 145 1/2 +15/16 : Wall St Journal reports that Deutsche
Telekom (DT 54 15/16 -13/16) has made their long awaited bid for VSTR.
The offer is for $53 bln and the ratio is 3.2 DT shares plus $30 cash for each
VSTR share.
Next Level Comm (NXTV) 107 1/2 -9: Reports Q2 loss of $0.18 a share,
$0.02 better than the First Call consensus of ($0.20); revenues rose 326.8%
to $40.18 mln from a year-ago of $9.41 mln.
Netro Corp (NTRO) 63 5/16 -5 11/16: Reports Q2 loss of $0.02 a share,
$0.05 better than the First Call consensus of ($0.07); revenues rose 385.1%
to $15.50 mln from a year-ago of $3.20 mln.
TEKELEC (TKLC) 40 5/8 -1 3/8: Reports Q2 earnings of $0.14 a share, $0.02
better than the First Call consensus of $0.12, vs year-ago earnings of $0.08;
revenues rose 43.3% to $74.15 mln from a year-ago of $51.73 mln.
Excite@Home (ATHM) 19 -11/16: Reports Q2 loss of $0.11 a share, $0.01
better than the First Call consensus of ($0.12). revenues were $157.6 mln vs
$100.4 mln, slightly lower than Street estimates of $160 mln.
COR Therapeutics (CORR) 93 5/16 -6 11/16: -- Update -- Reports Q2
loss of $0.24 a share, $0.05 better than the First Call consensus of ($0.29);
revenues rose 178.5% to $25.08 mln from a year-ago of $9.01 mln.
Micromuse (MUSE) 164 -3 7/16: Reports Q3 earnings of $0.10 a share,
$0.01 better than the First Call consensus of $0.09, vs year-ago earnings of
$0.07; revenues rose 113.5% to $32.93 mln from a year-ago of $15.42 mln.
Harmonic (HLIT) 29 7/8 -13/16: -- Update -- Company announces the
acquisition of Cogent Technology, developer of advanced MPEG-2
technology for the migration to digital television systems. Harmonic issued
approximately 284,000 shares of common stock to shareholders of Cogent.
Harmonic (HLIT) 29 7/8 -13/16: Reports Q2 earnings of $0.13 a share, in line
with the First Call consensus of $0.13, vs year-ago earnings of $0.12;
revenues rose 111.0% to $79.96 mln from a year-ago of $37.90 mln.
Conexant (CNXT) 48 15/16 -2 1/2: -- Update -- Reports Q3 earnings of
$0.22 a share, in line with the First Call consensus of $0.22, vs year-ago
earnings of $0.13; revenues of $530.5 million, 39% over third-quarter fiscal
1999 revenues of $380.3 million.
Polycom (PLCM) 87 5/8 -7 13/16: Reports Q2 earnings of $0.31 a share,
$0.01 better than the First Call consensus of $0.30, vs year-ago earnings of
$0.18; revenues rose 68.5% to $77.49 mln from a year-ago of $45.98 mln.
QLogic (QLGC) 84 -5 3/4: -- Update -- Reports Q1 earnings of $0.27 a
share, $0.03 better than the First Call consensus of $0.24, vs year-ago
earnings of $0.15; revenues rose 58.1% to $68.28 mln from a year-ago of
$43.19 mln.
EarthWeb (EWBX) 16 1/2 +15/16: Reports Q2 loss of $0.60 a share, $0.10
better than the First Call consensus of ($0.70); revenues rose 20.8% to
$16.50 mln from a year-ago of $13.66 mln.
Netopia (NTPA) 46 11/16 -4 13/16: Reports Q3 earnings of $0.12 a share,
$0.02 better than the First Call consensus of $0.10; revenues rose 133.3% to
$28.52 mln from a year-ago of $12.22 mln.
Conexant (CNXT) 48 15/16 -2 1/2: Company announces two acquisitions:
NetPlane Systems and Novanet. NetPlane deal to be worth about $140 mln
and CNXT will issue 2.7 mln shares for the deal. Novanet deal worth $120 mln
-- 2.4 mln shares.
QUALCOMM (QCOM) 63 -2 1/8: Reports Q3 earnings of $0.27 a share, in
line with the First Call consensus of $0.27, vs year-ago earnings of $0.19;
revenues rose 10.7% to $713.50 mln from a year-ago of $644.70 mln. The
revenue number looks light as analysts were expecting about $743 mln.
Cirrus Logic (CRUS) 18 1/2 -3/8: Reports Q1 earnings of $0.15 a share,
$0.05 better than the First Call consensus of $0.10; revenues rose 50.5% to
$181.41 mln from a year-ago of $120.55 mln.
Cerner (CERN) 27 1/16 -1 13/16: Reports Q2 earnings of $0.12 a share,
$0.04 better than the First Call consensus of $0.08, vs year-ago earnings of
$0.01; revenues fell 89.5% to $93.50 mln from a year-ago of $892.78 mln.
Rainmaker Sys (RMKR) 2 7/16 +1/16: Reports Q2 loss of $0.16 a share, in
line with the First Call consensus of ($0.16); revenues rose 12.6% to $14.81
mln from a year-ago of $13.15 mln.
Extreme Networks (EXTR) 116 -13 5/16: -- Update -- Reports Q4
earnings of $0.09 a share, $0.14 better than the First Call consensus of
($0.05), vs year-ago earnings of $0.05; revenues rose 142.4% to $92.42 mln
from a year-ago of $38.12 mln.
RadiSys (RSYS) 47 1/16 -2 9/16: Reports Q2 earnings of $0.38 a share,
$0.02 better than the First Call consensus of $0.36, vs year-ago earnings of
$0.25; revenues rose 40.5% to $86.17 mln from a year-ago of $61.35 mln.
Digital Impact (DIGI) 18 3/4 +3/4: -- Update -- Company announces
acquisition of MineShare, Inc., a customer intelligence and analysis company
for approximately 2 million shares of Digital Impact common stock; deal valued
at approximately $34 million.
Digital Impact (DIGI) 18 3/4 +3/4: Reports Q1 loss of $0.18 a share, $0.09
better than the First Call consensus of ($0.27); revenues rose 511.8% to
$8.47 mln from a year-ago of $1.39 mln.
Turnstone Sys (TSTN) 153 1/2 -23 5/8: Announces 2-1 stock split;
payable on Aug 23.
Check Point Sftwr (CHKP) 224 7/8 -25 11/16: Reports Q2 earnings of $0.50
a share, $0.08 better than the First Call consensus of $0.42, vs year-ago
earnings of $0.27; revenues rose 81.2% to $90.67 mln from a year-ago of
$50.05 mln.
Tut Systems (TUTS) 68 1/4 -1 1/16: Reports Q2 earnings of $0.04 a share,
$0.08 better than the First Call consensus of ($0.04); revenues rose 319.4%
to $21.01 mln from a year-ago of $5.01 mln.
About.com (BOUT) 28 1/4 -3 1/2: Reports Q2 loss of $0.33 a share, $0.06
better than the First Call consensus of ($0.39); revenues rose 443.0% to
$20.13 mln from a year-ago of $3.71 mln.
Extreme Networks (EXTR) 116 -13 5/16: Company sets a 2-1 split payable
Aug. 24.
E.piphany (EPNY) 121 1/2 -13 1/2: Reports Q2 loss of $0.12 a share, $0.15
better than the First Call consensus of ($0.27); revenues rose 659.1% to
$24.52 mln from a year-ago of $3.23 mln.
Symantec (SYMC) 47 1/4 -3 1/2: Reports Q1 earnings of $0.67 a share,
$0.05 better than the First Call consensus of $0.62, vs year-ago earnings of
$0.47.
Peregrine Sys. (PRGN) 34 9/16 -1/4: -- Update -- Reports Q1 earnings of
$0.10 a share, $0.01 better than the First Call consensus of $0.09, vs
year-ago earnings of $0.07.
Citrix Systems (CTXS) 22 1/8 -1: Reports Q2 earnings of $0.10 a share, in
line with the First Call consensus of $0.10, vs year-ago earnings of $0.16.
IBM (IBM) 104 1/8 +13/16: Reports Q2 earnings of $1.06 a share, $0.06
better than the First Call consensus of $1.00, vs year-ago earnings of $0.91.
Overall revenues were $21.7 bln, down $200 mln from $21.9 in the year-ago
period. Company cites component shortages.
Informix (IFMX) 5 -3/8: Reports Q2 earnings of $0.02 a share, in line with
the Zacks consensus of $0.02, vs year-ago earnings of $0.08.
Dendrite Intl (DRTE) 63 1/4 -4 11/16: Reports Q2 earnings of $0.18 a share,
$0.01 better than the Zacks consensus of $0.17, vs year-ago earnings of
$0.12.
Critical Path (CPTH) 63 1/4 -4 11/16: Reports Q2 loss of $0.34 a share,
$0.02 better than the First Call consensus of ($0.36).
COR Therapeutics (CORR) 93 5/16 -6 11/16: Company announces a 2-1
split of their common shares.
ANTEC (ANTC) 48 +1 1/2 : Reports Q2 earnings of $0.27 a share, in line with
the First Call consensus of $0.27, vs year-ago earnings of $0.21. |
